0/About Us

Our mission at Taconic Advisors is to give you financial peace of mind.

You can easily find yourself in a financial transition, but then get muddled financial advice. Your friends are not sure about what to tell you. Or you might have several advisors but none of them consult each other. Your investment advisor doesn’t know what your tax preparer has in mind, both of them are ignorant of your estate plan and the insurance agent is just trying to sell you another policy. In the end, these advisors work at cross-purposes because no one knows what the other is doing or why.

At Taconic Advisors we address all aspects of your financial picture. We don’t simply answer each need, but rather we make sure the answers synchronize to create a coordinated financial plan that meets all your personal goals. 

We focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work with you, providing you with easy-to-understand recommendations as well as hands-on implementation.

1. NO PRODUCT SALES

Our fee-only approach means you get objective advice, not a sales pitch. We do not accept commissions or any outside compensation. You pay us directly so you don’t have to worry that the advice you receive might be influenced by other agendas. We can exclusively focus on finding the best solutions for your needs. Another word for that is “Fiduciary.” We put your interests first.

2. NO CUSTODY

An unusual feature of our practice is that we do not have investment balance minimums nor do we “gather your assets.” Instead, we use the accounts you have or, if they are not serving your best interests, we open retail accounts for you at prominent low-cost investment providers. We never "touch" your money. We help you manage the accounts yourself. You retain complete control over your investments at all times.

3. COMPREHENSIVE

Your financial life involves more than just the stocks, bonds and mutual funds in your portfolio. At Taconic Advisors we consider all aspects of your financial picture and offer guidance with:

  • Tax planning
  • Risk Analysis/Insurance Review
  • Real Estate
  • Annual Spending Plans and Budgets
  • Goal Assessment
  • Estate Planning
  • Investment Review, Portfolio Design and Implementation
  • Consolidating and Organizing Accounts

4. PERSONALIZED

No two clients are exactly alike, so your financial plan should be as unique as you are. After getting to know you and your goals, we take the time to build a plan together and educate you along the way so you can better understand what is happening with your money.

Our Pledge To You

Since Taconic Advisors was founded, we have been committed to a fiduciary relationship with our clients.  This means your interests always come first.

Chip Simon: Fiduciary Oath

Meredith Briggs: Fiduciary Oath

As a member of the Alliance of Comprehensive Planners (ACP) we share a common pledge to our clients. This means that, in our service relationship, you can expect us to be:

Holistic in outlook. We will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.

Professional in conduct. We will protect your privacy. We will strive to maintain the highest ethical standards possible in oury work and life. We will continually enhance our skills and credentials through continuing education, and we will refer you to other professionals when you need help in an area outside our expertise.

Educational in nature. We will guide you through your options and explain them clearly to help you make the best choices. We will always take the time to make sure you understand our advice.

Independent in compensation. We will never sell you a product or service other than holistic financial planning nor will we take a commission or a referral fee from another professional. You will receive objective, unbiased advice from us.

Committed to your success. Holistic financial planning is a process, not an event. We commit to adjusting your plan as your life goals change


CHARLES "CHIP" SIMON, CFP®

MEREDITH W. BRIGGS, CFP®

JOHN A. KELLY

KAREN EHLERS